SalesNest CRM is now included free with every LeadNest plan. Get started free
Journey Every LeadNest product, working as one

Turn every click
into a lead.

Attract on social, capture with forms, chat and location, follow up on every channel, book the meeting, meet on video and close the deal. One LeadNest account, one contact record, every step connected.

Get started See the journey
1login for every product
1shared contact record
0leads moved in this demo
The LeadNest journey

From first click to closed deal, one product per step.

Most teams stitch together a social tool, a form builder, a chatbot, a messaging gateway, a booking app, a video tool and a CRM. With LeadNest they all sign in with one account and hand the same contact to each other.

01Attract
Waiting

Get seen on every social channel

SocialNest · $29/month

Plan, create and schedule posts with AI for all your social accounts from one calendar, with unlimited accounts, posts and team members.

Point posts and bios to a Lead Forms link so interested followers become leads.
02Capture
Waiting

Turn visitors into leads

Lead FormsAI ChatbotGeoNest

Embed a form with one script tag or share a hosted link. The AI Chatbot, trained on your own content, answers questions and collects contact details. GeoNest reaches app users the moment they are near one of your locations.

Form submissions and chat visitors are saved as contacts; GeoNest brings in the people near your stores.
03Engage
Waiting

Follow up on the channels they use

EmailSMSWhatsAppPush

Design emails in a visual editor and send them on LeadNest's own email service, send DLT-ready SMS, reach people on WhatsApp, and push to web and mobile. Validate emails and phone numbers first so messages land.

Email and SMS campaign recipients sync into the same contact list.
04Book
Waiting

Let leads pick a time

ScheduleNest

Share a booking page so leads choose a slot that suits them for demos, consultations and appointments, without the back-and-forth emails.

Drop your booking link into any email, SMS or WhatsApp follow-up.
05Meet
Waiting

Meet face to face, online

LeadNest Meet

Run the demo or consultation as a video meeting in the browser, using the same LeadNest login your team already has.

Booked meetings move straight into a live conversation.
06Close
Waiting

Follow up and win the deal

SalesNest CRM · Free on every plan

Track deals across pipelines, set tasks with reminders, and send email or SMS from the deal, including scheduled and AI-drafted follow-ups.

Any lead, chat visitor or campaign contact becomes a deal in one click.
@Behind every step

Professional email on your own domain

Leadnest Email (MailSuite)

Give your team business mailboxes like you@yourcompany.com, so every reply in the journey comes from your brand. Migrate from Outlook, Microsoft 365 or any IMAP inbox.

✓ MX✓ SPF✓ DKIM✓ DMARC Live DNS checksOutlook & Microsoft 365Any IMAP inbox
Your domain is checked live against its real MX, SPF, DKIM and DMARC records.
Why one account

Every product shares the same contact.

No exports between tools and no copying leads by hand. What one product learns about a contact, the next product already has.

Lead FormsForm submitted
AI ChatbotDetails shared in chat
GeoNestApp user nearby
Email & SMS campaignsRecipient synced
One contact recordSaved automatically, no exports
✓SalesNest deal

One click turns any contact into a deal

Then drag it through your pipeline, set tasks and follow up by email or SMS. SalesNest CRM is free on every plan.

PipelinesTasksEmail & SMS follow-upsAI drafts
One record

See the whole story on every deal.

Wherever a lead starts, their history follows them. Sync form submissions, chat conversations and email and SMS activity onto the deal timeline, then keep following up from the same screen.

  • Form submissions and chat visitors become contacts automatically
  • Email, SMS and AI Chatbot activity syncs onto the deal timeline
  • Schedule follow-up emails or let AI draft them for you
Explore SalesNest CRM
PS

Priya Sharma

Came in through Lead Forms
Demo Request form
Deal timeline
SalesNest pipeline
New
Contacted
Qualified
Proposal
Won
Deal is at Qualified. Next: book a demo
Example journeys

Different leads, different journeys.

Every lead takes their own path through LeadNest. Pick a journey to watch it run, or let them play one after another. Every step uses a product included in your account.

  • Social posts, website chat and campaigns each start a different journey
  • Every step hands the lead to the next product
  • Bookings, meetings and deals all stay with the same contact

Priya found you on Instagram

  1. Saw your post on Instagram

    SocialNest · scheduled post with your form link

  2. Filled the Demo Request form

    Lead Forms · saved as a contact

  3. Got an instant reply

    Lead Forms · auto-reply email

  4. Asked about pricing

    AI Chatbot · answered from your content

  5. Booked a demo

    ScheduleNest · picked Tuesday, 11:00

  6. Joined the video demo

    LeadNest Meet · in the browser

  7. Deal won

    SalesNest CRM · follow-up sent from the deal

Journeys you can run

Four journeys. One LeadNest account.

Each journey starts somewhere different and runs on products you already have. Scroll to watch them run.

Build your journey
Welcome series

Starts from Lead Forms. New sign-ups get an instant reply the moment they submit your form, and land in your contacts.

form.submittedcontact.created
Inbox
Thanks for signing up, Priya! 👋
Here's what happens next…
Demo request

Lead Forms → ScheduleNest → LeadNest Meet. A demo request turns into a booked slot and a video call, without a single back-and-forth email.

demo.requestedscheduleNest.bookedmeet.joined
Calendar
Demo booked · Tue 11:00
Join on LeadNest Meet
See you there!
Chat to deal

AI Chatbot → SalesNest CRM. The AI Chatbot answers from your content, captures details and hands warm leads to your team as deals.

chat.startedhandoff.requesteddeal.created
Website chat
How does pricing work?
Happy to help! Connecting you with our team now.
Great, thanks!
Win-back

Validation → Email, SMS and WhatsApp campaigns. Clean your list, personalise one message and send it to the segments that went quiet.

segment.inactivesegment.vipsegment.new
Hi {{first_name}}, your festive offer ends {{date}}. Book a call: {{booking_link}}validated ✓
Journey library

More journeys you can build today.

Mix and match the same products to fit how you sell and serve. Pick a goal to see the journeys built for it.

Capture4 steps

Social to lead

Put a form link in your scheduled posts. Every sign-up gets an auto-reply and lands in your contacts.

SocialNestLead FormAuto-replyContact
Capture5 steps

Webinar sign-up

Registrants get a confirmation email and an SMS reminder, join live on LeadNest Meet, then get a follow-up.

Lead FormConfirmReminderMeetFollow-up
Capture4 steps

Push to lead

Send a scheduled web push to subscribers, let the AI Chatbot answer questions, then move the lead to your CRM.

Web pushAI ChatbotContactCRM
Capture4 steps

Nearby to lead

When an app user stays near your store, GeoNest sends an offer with a form link, and the reply lands in your contacts.

GeoNestApp pushLead FormContact
Nurture5 steps

Quote request

Get a new-lead email the moment a quote form comes in, open a deal and send an AI-drafted follow-up.

Quote formAlertDealAI draftWon
Nurture5 steps

Second-chance campaign

Validate the list, send the campaign, re-send to the same audience, then follow up by SMS with a form link.

ValidateCampaignRe-sendSMSLead Form
Nurture3 steps

Re-engage app users

Bring quiet app users back with a mobile push, an in-app message and a follow-up email.

App pushIn-appEmail
Convert4 steps

Consultation booking

Share your booking link on WhatsApp, meet on video, then set a follow-up task on the deal.

WhatsAppScheduleMeetTask
Convert5 steps

Sales follow-up cadence

Schedule follow-up emails from the deal, get daily task reminders and nudge by SMS until it closes.

DealScheduledReminderSMSWon
Convert4 steps

Support to sale

Turn a support chat into a ticket, resolve it, then move the happy customer into your pipeline.

AI ChatbotTicketContactCRM
Retain3 steps

Location offer

When an app user enters or stays near your store, GeoNest sends them an app push or SMS offer.

GeoNestApp pushSMS
Retain4 steps

App sign-up verification

Send DLT-template OTPs and welcome emails from your own app through the REST API, then push from day one.

Your appOTPWelcomePush
Retain4 steps

Post-sale feedback

When a deal is won, email a feedback form and keep every answer on the same contact.

Deal wonEmailFeedbackContact
Setup4 steps

Business email setup

Verify your domain's MX, SPF, DKIM and DMARC live, create team mailboxes and migrate your old inbox.

DNS checkMailboxesMigrateSend
For developers

Plug LeadNest into your website and apps.

Add a lead form with one script tag, share a hosted form link, or call the REST API to send SMS, transactional email and push from your own systems.

  • One-line embed for Lead Forms, with UTM tracking passed through
  • REST endpoints for SMS (with DLT templates), transactional email and push
  • API access secured with your account token
Get started Read the docs
›Lead Forms → your form → Share → Embed

                    

                        
Form loaded on your site

                        
Lead submitted

                        
Contact created

                        
You get a new-lead email

                        
Auto-reply sent to the lead

                    

                

            

        


        
        

            

                

                    

                        Built in
                        
Checks every lead and message passes.

                    

                    
Spam protection, team access, compliance and delivery are built into the flow, so every
                        step runs on the rules each channel needs.

                

                

                    

                        
Waiting

                        
Form submitted
From your embedded form or hosted link, saved as a contact with its UTM source.

                    

                    
                    

                        
Waiting

                        
Spam check
Honeypot, optional reCAPTCHA and phone validation filter out junk.

                    

                    
                    

                        
Waiting

                        
Validated
Email addresses and phone numbers checked with LeadNest validation before you send.

                    

                    
                    

                        
Waiting

                        
Compliance
DLT templates for SMS, SPF, DKIM and DMARC for email, VAPID for web push.

                    

                    
                    

                        
Waiting

                        
Delivered
Sent on LeadNest's own email, SMS and push delivery, with no third-party tools to set up.

                    

                

                

                    Included with LeadNest
                    Email sendingEmail validationPhone number validationDLT-ready SMSWeb & mobile push
                

            

        


        
        

            

                

                    

                        One account
                        
Everything you get with LeadNest.

                    

                    
Sign up once and every product in the journey is there, lined up stage by stage and ready to connect.

                

                

                    

                        
1Attract & capture

                        SocialNestPlan and schedule posts with AI$29/month
                        Lead FormsEmbed with one line or share a link
                        AI ChatbotAnswers visitors and captures leads
                        GeoNestReach app users near your locations
                    

                    
                    

                        
2Engage

                        Email CampaignsVisual editor, sent on LeadNest's own email service
                        SMS CampaignsPromotional and transactional, DLT-ready
                        WhatsApp CampaignsMeta-approved template messages
                        Push NotificationsWeb and mobile, with images and buttons
                        Email & Phone ValidationClean your lists before every send
                    

                    
                    

                        
3Convert

                        ScheduleNestBooking pages so leads pick a time
                        LeadNest MeetVideo meetings in the browser
                        SalesNest CRMPipelines, tasks and follow-upsFree on every plan
                    

                    
                    

                        
4Run your business

                        Leadnest EmailBusiness email on your own domain
                        Start your journeyCreate your LeadNest account and connect every step.
                    

                

            

        


        
        

            
            

                Ready when you are
                
Every step from lead to customer, in one account.

                
Capture, follow up, book, meet and close with products that already work together.

                

                    Get started